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Evidence Guide: SITXMPR008 - Prepare and present proposals

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

SITXMPR008 - Prepare and present proposals

What evidence can you provide to prove your understanding of each of the following citeria?

Analyse tender requirements and organisational capacity to meet them.

  1. Analyse tender brief, product specifications and needs.
  2. Seek clarification of product and service requirements from organisation requesting or requiring the tender.
  3. Complete assessment of organisational capacity to provide products and services.
  4. Determine viability and, if progressing to a proposal or bid, a plan of action for submission.
Analyse tender brief, product specifications and needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek clarification of product and service requirements from organisation requesting or requiring the tender.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete assessment of organisational capacity to provide products and services.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine viability and, if progressing to a proposal or bid, a plan of action for submission.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop details for inclusion in proposal.

  1. Seek assistance to prepare proposal or bid, and coordinate input.
  2. Prepare budget for providing products and services.
  3. Develop quotation for products or services to be provided.
  4. Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.
  5. Collect and collate operational information for analysis and inclusion in proposal.
  6. Develop specifications for products and services to be provided.
  7. Access and prepare supporting information for inclusion in proposal or bid.
  8. Seek support for proposal or bid from relevant individuals and agencies.
Seek assistance to prepare proposal or bid, and coordinate input.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare budget for providing products and services.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop quotation for products or services to be provided.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect and collate operational information for analysis and inclusion in proposal.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop specifications for products and services to be provided.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Access and prepare supporting information for inclusion in proposal or bid.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek support for proposal or bid from relevant individuals and agencies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare written proposal.

  1. Present clear and comprehensive information relevant to client tender criteria and needs.
  2. Incorporate all supporting information.
  3. Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.
  4. Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.
Present clear and comprehensive information relevant to client tender criteria and needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Incorporate all supporting information.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Submit proposal and seek feedback.

  1. Lodge all proposal materials at designated location and within designated deadlines.
  2. Maintain copies of tender documents according to organisational procedures.
  3. Provide additional information as requested.
  4. See feedback on tender outcomes to inform future proposals.
Lodge all proposal materials at designated location and within designated deadlines.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain copies of tender documents according to organisational procedures.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide additional information as requested.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

See feedback on tender outcomes to inform future proposals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Analyse tender requirements and organisational capacity to meet them.

1.1.Analyse tender brief, product specifications and needs.

1.2.Seek clarification of product and service requirements from organisation requesting or requiring the tender.

1.3.Complete assessment of organisational capacity to provide products and services.

1.4.Determine viability and, if progressing to a proposal or bid, a plan of action for submission.

2. Develop details for inclusion in proposal.

2.1.Seek assistance to prepare proposal or bid, and coordinate input.

2.2.Prepare budget for providing products and services.

2.3.Develop quotation for products or services to be provided.

2.4.Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.

2.5.Collect and collate operational information for analysis and inclusion in proposal.

2.6.Develop specifications for products and services to be provided.

2.7.Access and prepare supporting information for inclusion in proposal or bid.

2.8.Seek support for proposal or bid from relevant individuals and agencies.

3. Prepare written proposal.

3.1.Present clear and comprehensive information relevant to client tender criteria and needs.

3.2.Incorporate all supporting information.

3.3.Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.

3.4.Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.

4. Submit proposal and seek feedback.

4.1.Lodge all proposal materials at designated location and within designated deadlines.

4.2.Maintain copies of tender documents according to organisational procedures.

4.3.Provide additional information as requested.

4.4.See feedback on tender outcomes to inform future proposals.

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Analyse tender requirements and organisational capacity to meet them.

1.1.Analyse tender brief, product specifications and needs.

1.2.Seek clarification of product and service requirements from organisation requesting or requiring the tender.

1.3.Complete assessment of organisational capacity to provide products and services.

1.4.Determine viability and, if progressing to a proposal or bid, a plan of action for submission.

2. Develop details for inclusion in proposal.

2.1.Seek assistance to prepare proposal or bid, and coordinate input.

2.2.Prepare budget for providing products and services.

2.3.Develop quotation for products or services to be provided.

2.4.Consider competitor pricing structure and make reasonable cost adjustments to ensure price-competitive quote.

2.5.Collect and collate operational information for analysis and inclusion in proposal.

2.6.Develop specifications for products and services to be provided.

2.7.Access and prepare supporting information for inclusion in proposal or bid.

2.8.Seek support for proposal or bid from relevant individuals and agencies.

3. Prepare written proposal.

3.1.Present clear and comprehensive information relevant to client tender criteria and needs.

3.2.Incorporate all supporting information.

3.3.Present materials according to organisational style preferences in format that maximises use of strategic and creative techniques, and promotes the organisation.

3.4.Evaluate finished proposal, make any required adjustments, and obtain approval to submit if necessary.

4. Submit proposal and seek feedback.

4.1.Lodge all proposal materials at designated location and within designated deadlines.

4.2.Maintain copies of tender documents according to organisational procedures.

4.3.Provide additional information as requested.

4.4.See feedback on tender outcomes to inform future proposals.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

prepare one proposal for a product and one proposal for a service, each of which responds to tender specifications or client needs, and includes:

capacity of organisation to produce product or provide service

organisation’s management structure and services

policies, procedures and practices to be managed as part of tender

product or service specifications

resources that will be used and associated supplier, supply and cost specifications

special, technical, new or hired equipment required to produce product or provide service

transport requirements and costs

comply with the following criteria when preparing each of the above proposals:

eligibility criteria for submission

formatting requirements

lodgement specifications

tender specifications

questions to be answered

effectively analyse client tender brief, specifications and needs in relation to each of the above proposals and confirm viability before proceeding

present professional and creative proposals that:

promote the organisation

meet commercial time constraints.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

specific industry sector:

formats for and inclusions of tender proposals or bids

presentation techniques for proposal and bid materials and current technology options

role and nature of tender, proposal or bid processes

sources of specialist advice and expertise for developing proposals and bid materials

specific organisation:

full details of organisational products, services and facilities

operational requirements and production logistics for delivering the products and services subject to tender, proposal or bid

sources of costs for products, services and fees

sources of organisational information to be included in tender proposals

standards of presentation and contents of style guides

factors that impact organisational capacity to meet a tender:

budgetary constraints outlined in the tender brief

compliance with regulations

diversification from products and services currently offered

geographic constraints

likely profit

other conflicting projects

resource capacity of organisation to provide scope of products and services

risk assessment of providing the products and services

factors to assess in determining viability to meet tender requirements:

ability to meet lodgement deadline

ability to meet tender criteria and provide full information required

competition and prospect of winning the tender

cost of preparing tender

supporting materials for bids and proposals:

awards won by the organisation

copies of:

business registration

industry accreditations

insurance policies

licences

membership of organisations

qualifications

details of current client base

organisational and individual employee profiles

photographs of current or previous products and services

plans, drawings and job specifications

product and service manuals

references and details of other successful undertakings

sample promotional materials

samples of work

structure of organisation

testimonials

methods to manage intellectual property of product and service concepts

features and functions of presentation software packages used to prepare professional and comprehensive tender information.